Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | ADI | ANALOG DEVICES INC | Technology | 1,987 | $597K | 0.02% | SOLD |
| 382 | ESGD | ISHARES TR | — | 6,047 | $596K | 0.02% | SOLD |
| 383 | SONY | SONY GROUP CORP | Technology | 24,745 | $595K | 0.02% | SOLD |
| 384 | SUSC | ISHARES TR | — | 25,393 | $595K | 0.02% | SOLD |
| 385 | — | ASCENDIS PHARMA A/S | — | 2,881 | $593K | 0.02% | SOLD |
| 386 | FOXA | FOX CORP | Communication Services | 8,219 | $592K | 0.02% | SOLD |
| 387 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 11,562 | $590K | 0.02% | SOLD |
| 388 | VNLA | JANUS DETROIT STR TR | — | 11,963 | $589K | 0.02% | SOLD |
| 389 | GWW | WW GRAINGER INC | Industrials | 548 | $586K | 0.02% | SOLD |
| 390 | DFAR | DIMENSIONAL ETF TRUST | — | 24,425 | $585K | 0.02% | SOLD |
| 391 | SLB | SLB LIMITED | Energy | 12,500 | $584K | 0.02% | SOLD |
| 392 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 2,617 | $584K | 0.02% | SOLD |
| 393 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 20,843 | $578K | 0.02% | SOLD |
| 394 | DFEB | FIRST TR EXCHNG TRADED FD VI | — | 11,920 | $573K | 0.02% | SOLD |
| 395 | RPG | INVESCO EXCHANGE TRADED FD T | — | 11,696 | $572K | 0.02% | SOLD |
| 396 | MMM | 3M CO | Industrials | 3,408 | $572K | 0.02% | SOLD |
| 397 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 4,903 | $572K | 0.02% | SOLD |
| 398 | ONEV | SPDR SERIES TRUST | — | 4,095 | $569K | 0.02% | SOLD |
| 399 | GQRE | FLEXSHARES TR | — | 9,241 | $569K | 0.02% | SOLD |
| 400 | GILD | GILEAD SCIENCES INC | Healthcare | 4,533 | $566K | 0.02% | SOLD |
Sector Allocation
Technology
62.7%
Communication Services
14.1%
Consumer Cyclical
6.6%
Financial Services
5.5%
Real Estate
2.7%
Utilities
1.9%
Healthcare
1.8%
Consumer Defensive
1.8%
Energy
1.4%
Industrials
1.2%